Kunyangwe Kuziva Mutengo Wemari Yese Yese Net Assets ndeye Rubatsiro
Izwi iri rinorevei, nhumbi dzesimba pasi pevatungamiri, zvinoreve uye sei zvakakosha? Kunyange zvazvo zvinganzwika zviri nyore, pane zvakawanda zvinosangana neziso neichi mutual fund term.
Mutual Fund Total Net Assets Tsanangudzo
Sangano rehurumende yehurumende yehurumende yekutengeserana, kwete kuti irege kuvhiringidzwa neNet Asset Value ( NAV ), inomiririra mari yose yevatengi vemari inotengeswa mune zvikamu zvose zvekugovera zvechikwama . Semuenzaniso, American Funds Growth Fund yeAmerica (AGTHX) ine mamwe makirasi ezvikamu akawanda anowanikwa kune vashandi vekutenga.
Iko mari yakatengesa inosanganisira zvikamu zvinogona kudzikinurwa pakuguma kwezuva, izvo zvingava nemigumisiro yekuderedza zvinhu zvose pasi pevatungamiri, kuti vasvike pamutengo wenyika.
Kubatsirwa Kwokuongorora Nhamba Yese yeNet
Imwe mari inotengeswa nehurumende pasi pekutarisira (AUM), kana kuti Morningstar inoshevedza "nhumbi," inogona kubatsira mutyari wepamusoro nokuti AUM yakawanda inogona kuita kuti mari yekutengeserana ive yakaoma uye yakaoma kugadzirisa, iyo inogona kudhonza chikwereti chekuita.
Musoro wehukuru hukuru hwemari yakakosha inogonawo kumanikidzira chikwereti mune imwe nzira yakasiyana kana chikwata. Semuenzaniso, kambani-kahomwe yehomwe mari ine $ 1 biliyoni mumutengo wemari haigoni kuita pamwe chete nehomwe-cap stock fund ne $ 500 mamiriyoni mumatengo.
Izvi ndezvokuti kudyara kukuru mumakambani maduku kunogona kukanganisa zvakakosha mutengo wemugove wekambani duku inotengwa kana kutengeswa muhomwe. Nokuda kwechikonzero ichi, shoma shoma yemari nemari yakawanda yemitengo inowedzera kutenga mabhizimusi emari yakawanda, iyo inogona kuita kuti mari yacho ichinje kuva mid-cap stock fund.
Izvi zvinonzi maitiro ekudonha .
Zvikwereti Zvakawanda Zvakadini Zvakanyanya Kuwanda?
Kukura kwakakosha. Nokudaro mutengesi akachenjera kunzwisisa kuti yakawandisa zvakadini nokuenzanisa nemaviri - maapuro nemaapuro, zvakadaro. Semuenzaniso, nhumbi dzakasungwa pasi pevatungamiri kwevheji yepamusoro-gorosi yemari inogona kuve mumatare e $ 500 mamiriyoni. Zvisinei, iyo yakakura zvikuru-cap cap stock funds inogona kuva nemadhora makumi mashanu emadhora pasi pevatariri. Mukuru haasi nani. Zvinogona kuva kuchenjera kutarisa mavhareji kusvika pasi-muvhareji yemari yemari yehurumende yehurumende uye inowanzova yechokwadi kuti duku shoma yemari yehomwe, iyo yakaderera mari yakasara mudare achatsvaka nokungwarira. Zvisinei, iyo yakadzika midziyo yepasi, yakadai se $ 10 mamiriyoni kana pasi, inogona kuva chiyeuchidzo. Zvakare, shandisa mazamu mukati memari yezvikwata kuti uite maapuro-to-apples achienzanisa uye uongorore mavhareji kusvika pasi-muvhareji yemari yemari.
Inofanira kuonekwawo kuti ukuru hwekwereti yehurumende yemari yakazara yemari haigoni kuchinja kushanda kwayo seyomutengo wekugadzirisa pamwe chete . Ichokwadi, vazhinji vanochengetedzwa zvakasimba-mahombekombe emari pamwe chete nemari yakawanda yemari yakawanda yemari yakawanda inowanzotanga kuita sehomwe yekwereti nokuti maneja anomanikidzwa kutenga mashizha ari muchitsetse.
Zvinonzwisisika: Mashoko ari pawebsite ino anopa mazano ekukurukurirana chete, uye haafaniri kushandiswa zvisina kunaka sekutsvaga mazano. Pasinei nemamiriro ezvinhu iyo ruzivo runomiririra hutungamiri kutenga kana kutengesa zvigumisiro.